Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 5.33%
2 UTRN 4.01%
3 RNLC 3.76%
4 SHRY 3.66%
5 SUPL 3.65%
6 HECO 3.37%
7 RISN 3.18%
8 SEA 2.99%
9 LSAT 2.89%
10 IYT 2.61%
11 XTN 2.52%
12 DFND 2.41%
13 FTCS 2.11%
14 QVAL 2.04%
15 RYJ 2.01%
16 UPGD 2.01%
17 TPOR 1.76%
18 PWC 1.66%
19 SPGP 1.65%
20 SELV 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.85M (12.41%) -24.38K
Decreased by -0.14%
Mar 31, 25
2 BlackRock Inc 14.47M (10.66%) -1.03M
Decreased by -7.10%
Mar 31, 25
3 State Street Corporation 7.69M (5.67%) -390.18K
Decreased by -5.07%
Mar 31, 24
4 State Street Corp 7.50M (5.53%) 28.34K
Increased by +0.38%
Mar 31, 25
5 Loomis, Sayles & Company LP 5.66M (4.17%) -73.39K
Decreased by -1.30%
Mar 31, 25
6 Arnhold & S. Bleichroeder Advisers, LLC 5.36M (3.95%) 1.29M
Increased by +24.08%
Mar 31, 25
7 Boston Partners Global Investors, Inc 4.30M (3.16%) 498.21K
Increased by +11.60%
Mar 31, 25
8 JPMorgan Chase & Co 3.55M (2.61%) -143.58K
Decreased by -4.04%
Sep 30, 24
9 Geode Capital Management, LLC 3.51M (2.59%) 119.60K
Increased by +3.41%
Mar 31, 25
10 Amvescap Plc. 3.04M (2.24%) 576.47K
Increased by +18.96%
Mar 31, 25
11 Bank of America Corp 2.87M (2.12%) 587.29K
Increased by +20.44%
Mar 31, 25
12 Northern Trust Corp 2.28M (1.68%) -11.16K
Decreased by -0.49%
Mar 31, 25
13 UBS Asset Mgmt Americas Inc 2.27M (1.67%) -161.86K
Decreased by -7.14%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 2.06M (1.52%) 235.54K
Increased by +11.44%
Mar 31, 25
15 Citadel Advisors Llc 1.90M (1.40%) 1.85M
Increased by +97.51%
Jun 30, 24
16 Baird Financial Group, Inc. 1.85M (1.36%) 84.56K
Increased by +4.58%
Mar 31, 25
17 Marshfield Associates 1.84M (1.36%) 14.13K
Increased by +0.77%
Mar 31, 25
18 UBS Group AG 1.79M (1.31%) 296.39K
Increased by +16.60%
Mar 31, 25
19 First Trust Advisors L.P. 1.74M (1.28%) -993.05K
Decreased by -57.01%
Mar 31, 25
20 Goldman Sachs Group Inc 1.62M (1.19%) 971.61K
Increased by +60.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.48M (3.30%) 2.88K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.44M (3.27%) 9.35K
Increased by +0.21%
May 31, 25
3 Vanguard Institutional 500 Index Trust 3.98M (2.93%) 29.66K
Increased by +0.75%
May 31, 25
4 First Eagle Global A 3.82M (2.82%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 3.03M (2.23%) 28.82K
Increased by +0.95%
May 31, 25
6 JHancock Disciplined Value Mid Cap I 1.85M (1.36%) -477.42K
Decreased by -25.87%
Apr 30, 25
7 Fidelity 500 Index 1.76M (1.29%) 2.17K
Increased by +0.12%
Apr 30, 25
8 SPDR® S&P 500 ETF 1.74M (1.28%) -25.42K
Decreased by -1.46%
Mar 31, 25
9 Fidelity® 500 Index 1.72M (1.27%) 10.97K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 1.71M (1.26%) -3.70K
Decreased by -0.22%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 1.70M (1.25%) -8.86K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 1.68M (1.23%) -7.46K
Decreased by -0.45%
May 31, 25
13 iShares Core S&P 500 ETF 1.62M (1.19%) 0.00
Increased by 0.00%
May 31, 25
14 Loomis Sayles Growth Y 1.51M (1.12%) 59.48K
Increased by +3.93%
Apr 30, 25
15 First Trust Capital Strength ETF 1.50M (1.11%) -811.00
Decreased by -0.05%
May 29, 25
16 ProShares S&P 500 Dividend Aristocrats 1.50M (1.11%) 3.29K
Increased by +0.22%
May 30, 25
17 Pacer US Cash Cows 100 ETF 1.27M (0.94%) 2.77K
Increased by +0.22%
Apr 30, 24
18 Vanguard Value Index Inv 1.21M (0.89%) 1.21K
Increased by +0.10%
May 31, 25
19 Invesco S&P 500® Equal Weight ETF 1.18M (0.87%) 3.94K
Increased by +0.33%
May 30, 25
20 Marshfield Core Value Equity 932.37K (0.69%) 3.75K
Increased by +0.40%
Mar 31, 24